Long Lever Intelligence 360·Demonstration only: all companies, people and figures are fictionalNo real business data is used. Any resemblance to a real business is coincidental.

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Call briefing · VC-1357 · London & South East

Company AZ

Croydon · Vikram Hutchings · prepared 9 November

Fictitious example · real build

Who they are

Company AZ is a single-branch trade installer in Croydon, part of the London & South East region, and has been an account since 3 June 2015. The buyer is Vikram Hutchings, technical director, and the platform has 2 contacts held for this account. Sales over the last twelve months are £248,056.71 against £362,253.48 in the prior year, a fall of 31.52%, although the account still ordered in 11 of the last 12 months with a typical rhythm of 5.25 orders per month and 5.79 days between orders. Credit is in good standing, with £28,612 drawn against a £40,000 limit, 71.53% utilised.

How they buy

  • Sales last twelve months £248,056.71, down 31.52% on the prior year's £362,253.48.
  • Gross profit £69,594.76 at a 28.06% margin, from 63 orders averaging £3,937.41 each.
  • Normal rhythm is 5.25 orders a month with 5.79 days typically between orders; it is now 51 days since the last order.
  • Credit used is £28,612 of a £40,000 limit (71.53%), with a 0.92% returns rate and 12 support enquiries in the last 90 days.

What has changed

  • CCTV down 31.85% to £95,564, with margin slipping from 24.35% to 23.24%.
  • Accessories down 34.18% to £35,823, with margin down from 41.26% to 39.27%.
  • Intruder down 30.93% to £33,766, with margin down from 26.98% to 24.52%.
  • Detectors down 35.38% to £45,600 and Sounders and beacons down 34.1% to £37,876, the two sharpest product family falls.

What they have done on the trade site

Searches, quotes and baskets that never reach the ERP.

  • Repeat product view: Brand 26 Cable Management Trunking, viewed on 3 separate days, valued at £321.24, 11 days ago.
  • Searched not bought: Brand 2 5MP Turret Camera, valued at £5,079.60, 11 days ago.

Where the spend is going elsewhere

Spend is leaking to other suppliers across three families: Access hardware shows a gap of £8,501.92 against the peer median, Door entry a gap of £5,534.26, and Networking a gap of £3,622.44, for a total identified gap of £17,658.62 against peers in the same size band.

Offer: Offer an Access hardware and Cameras bundle, led by Brand 21 Turnstile Gate Controller, attached to the Cameras they already buy.

Open actions on this account

  • Call Company AZ: orders are 51 days late against their usual 6-day rhythm, worth £20,671.39 per month, due Thu 12 Nov.
  • Call Company AZ about the Brand 2 5MP Turret Camera they priced on the website, £5,079.60 at stake, due tomorrow.

How previous actions went

  • Of 2 completed and measured actions on this account, 1 was won back, a 50% success rate, recovering £16,872.26 in total. The margin leak action (reviewing pricing and mix) achieved a 100% win rate and recovered £16,872.26 on 11 October 2026, while the earlier website signal follow-up on 29 August 2026 resulted in no change.

Work coming up in their area

  • No installers are currently tracked within 25 miles of this account and no hiring activity has been identified in this data cycle. In a live version this section would also list tenders and planning applications near their postcode.

Raise these three

Point 1

Orders are 51 days late against their usual 6-day rhythm, worth £20,671.39 per month.

“I noticed it's been 51 days since your last order, which is well outside your usual rhythm of around every 6 days, so I wanted to check everything's alright on your side.”

Point 2

They priced the Brand 2 5MP Turret Camera on the website but have not ordered it, £5,079.60 at stake.

“I saw you were looking at the Brand 2 5MP Turret Camera recently, is that something you're still considering, and can I help with pricing or stock?”

Point 3

An £8,501.92 gap versus peers in Access hardware, best addressed with a bundle alongside the cameras they already buy.

“A lot of installers your size are buying access hardware alongside their cameras, but we're not seeing that from you, would it be worth looking at the Brand 21 Turnstile Gate Controller as a starting point?”

Watch out

Their own Google reviews have slipped to 3.3 over six months with comments about slow call-outs, alongside 12 support enquiries in the last 90 days, which may signal operational strain behind the falling order volumes rather than a simple switch to a competitor.

Written from the account’s order history, product mix, trade-site activity and action log. Every figure was calculated by the platform before it was written up. Fictional demonstration data.

Long Lever Intelligence 360 · Fictitious example, real build. A demonstration of a platform we’ve built, shown with entirely fictional sample data under the Long Lever name. Every company, person, brand and figure is invented: customers are shown as Company A, Company B and so on, and no real business’s details have been used. No live data is read from any ERP, trade website or integration layer.